Filed April 3, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $735,181 | $95,880+666.8% | $107,525+583.7% | $85,563+759.2% |
| Participation rate | 98.6% | 70.1%+28.5pp | 75.1%+23.5pp | 66.0%+32.6pp |
| Annual return | -30.91% | 68.06%-99.0pp | 181.32%-212.2pp | 31.51%-62.4pp |
| Employer contribution / active EE | $22,127 | $3,812+480.4% | $3,754+489.5% | $2,654+733.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |